Meetings can be used to record a range of communication from internal meetings or conversations with parents in the playground to SEND reviews or formal meeting s with external agencies.
You can set the different meeting types you might have in Administration. Select Meeting Types, Add Meeting Types and then enter the meeting type. Remember to press save before leaving the page.
Like with Concerns we add meetings against a child. You add multiple children into one so it appears on each of their Chronologies. The form is straightforward to complete, with spaces to record who attended from the family, professionals or other attendees.
The important thing to remember is how you control who can see the meeting. With meetings you need to make the meeting ‘Visible To’ to the relevant people. If you do not add any one here, no one will be able to view the meeting. You need to think about who it is appropriate to be visible to. We would advise you add User Groups rather than individuals as much as possible so that if a staff member leaves it will still be visible to the new person in that role.
Alerting Users will mean that the meeting appears in their action plan, but you can also tick the box to send emails to make sure they are aware.
Remember to press save to add the meeting to the Chronology.
You can edit meetings to update notes, decisions or add files, such as minutes to the entry. You can also add in additional people that the meeting is visible to this way. Make sure you save any updates you make.